Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: peter_luc who wrote (67343)	1/7/2002 7:41:18 PM
From: niceguy767	Read Replies (1) of 275872

peter: "Circumstantial evidence strongly suggests that Intel has not yet solved its production problems involving high-clocked P4s. This makes today’s debut of the 2.2GHz P4 a somewhat hollow affair. While AMD has fired a bona fide cannonball at Intel’s noggin in the Athlon XP 2000+, it appears that Intel might be shooting back blanks with the 2.2GHz Pentium 4." Guess we need to await confirmation via q4 results, but it seems that most p4 sales may be "residual" sales, i.e. those occurring where XP is not available...2002 is shaping up to be extremely interesting in this regard...piquing my interest on this hypothesis is that AMD is not only looking at record units shipped and record PC revenues in q4 but may indeed be looking at same in q1, a traditionally weak quarter, vs. INTCy's highly probable "nowhere near" record units shipped and "nowhere near" record PC processor revenues in q4, even with "phoney" barriers to entry in place in North America...

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